Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Papamarkou Wellner Asset Management inc. (CIK 2063952) reported $163.7M across 85 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($18.8M, 11.50%), NVDA ($13.0M, 7.95%), GOOGL ($8.9M, 5.44%), MSFT ($8.9M, 5.42%), AMZN ($7.4M, 4.53%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $18.8M | 11.50% | 74,145 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $13.0M | 7.95% | 74,542 | Added |
| 3 | GOOGL | ALPHABET INC | $8.9M | 5.44% | 30,940 | Trimmed |
| 4 | MSFT | MICROSOFT CORP | $8.9M | 5.42% | 23,984 | Added |
| 5 | AMZN | AMAZON COM INC | $7.4M | 4.53% | 35,621 | Added |
| 6 | CVX | CHEVRON CORPORATION | $6.4M | 3.92% | 31,005 | Added |
| 7 | PM | PHILIP MORRIS INTL INC | $4.4M | 2.71% | 26,818 | Added |
| 8 | V | VISA INC | $4.2M | 2.56% | 13,865 | Added |
| 9 | KO | COCA COLA CO | $4.1M | 2.48% | 53,282 | Added |
| 10 | MA | MASTERCARD INCORPORATED | $3.7M | 2.25% | 7,367 | Added |
| 11 | ASML | ASML HLDG NV | $3.6M | 2.22% | 2,753 | Added |
| 12 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.4M | 2.10% | 7,164 | Added |
| 13 | GOOG | ALPHABET INC | $3.4M | 2.06% | 11,747 | Added |
| 14 | PGR | PROGRESSIVE CORP | $3.2M | 1.94% | 19,684 | Added |
| 15 | RTX | RTX CORPORATION | $3.1M | 1.89% | 16,020 | Hold |
| 16 | JPM | JPMORGAN CHASE & CO | $3.0M | 1.86% | 10,344 | Added |
| 17 | META | META PLATFORMS INC | $3.0M | 1.82% | 5,205 | Added |
| 18 | ISRG | INTUITIVE SURGICAL INC | $3.0M | 1.81% | 6,444 | Added |
| 19 | LLY | ELI LILLY & CO | $2.9M | 1.78% | 3,166 | Added |
| 20 | MCD | MCDONALDS CORP | $2.8M | 1.72% | 9,063 | Added |
| 21 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.7M | 1.64% | 7,966 | Trimmed |
| 22 | SPGI | S&P GLOBAL INC | $2.4M | 1.46% | 5,634 | Trimmed |
| 23 | DE | DEERE & CO | $2.2M | 1.36% | 3,940 | Added |
| 24 | GILD | GILEAD SCIENCES INC | $2.2M | 1.35% | 15,891 | Added |
| 25 | ABBV | ABBVIE INC | $2.2M | 1.34% | 10,063 | Added |
Source: SEC Form 13F filings · as of 2026-03-31